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Reading the graph
Advisor at FARTHER
Santee, CA | SAN FRANCISCO, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| Farther | Independent wealth | Sep 22, 2023 | n/a | yes | Santee, CA|SAN FRANCISCO, CA | Current employment |
| UNITED CAPITAL FINANCIAL ADVISORS | Independent wealth | Jan 17, 2014 | Oct 27, 2023 | no | SAN DIEGO, CA|CARLSBAD, CA|San Diego, CA | Previous registration |
| PREMIER FINANCIAL PLANNING, INC. | Former SEC adviser | Jan 2, 2008 | Jun 10, 2011 | no | SAN DIEGO, CA|ESCONDIDO, CA | Previous registration |
| PREMIER FINANCIAL PLANNING, LLP | n/a | Apr 4, 2006 | Dec 31, 2007 | no | ESCONDIDO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS | Farther | Oct 27, 2023 | Sep 22, 2023 | -35 | Firm change after gap | Ibd to RIA |
| PREMIER FINANCIAL PLANNING, INC. | UNITED CAPITAL FINANCIAL ADVISORS | Jun 10, 2011 | Jan 17, 2014 | 952 | Firm change after gap | Other |
| PREMIER FINANCIAL PLANNING, LLP | PREMIER FINANCIAL PLANNING, INC. | Dec 31, 2007 | Jan 2, 2008 | 2 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134600:302050:CA:2023-10-27 | Oct 27, 2023 | Sep 22, 2023 | SAN DIEGO, CA | Firm change after gap |